Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.86%
Stock 0.00%
Bond 97.50%
Convertible 0.00%
Preferred 0.00%
Other 1.64%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 24.07%
Corporate 67.47%
Securitized 6.86%
Municipal 0.67%
Other 0.93%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.83%    % Emerging Markets: 2.29%    % Unidentified Markets: 2.88%

Americas 27.08%
26.33%
Canada 2.53%
United States 23.80%
0.75%
Brazil 0.06%
Chile 0.69%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 62.37%
United Kingdom 9.92%
51.55%
Austria 1.38%
Belgium 1.29%
Denmark 2.75%
Finland 0.76%
France 5.62%
Germany 13.25%
Ireland 2.58%
Italy 1.33%
Netherlands 9.39%
Norway 1.86%
Spain 2.83%
Sweden 2.66%
Switzerland 0.67%
0.54%
Czech Republic 0.21%
0.37%
Greater Asia 7.68%
Japan 3.24%
3.40%
Australia 3.40%
0.40%
South Korea 0.40%
0.63%
India 0.43%
Indonesia 0.20%
Unidentified Region 2.88%

Bond Credit Quality Exposure

AAA 16.06%
AA 11.35%
A 26.75%
BBB 33.24%
BB 4.39%
B 0.52%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 7.68%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.42%
Less than 1 Year
0.42%
Intermediate
79.02%
1 to 3 Years
10.16%
3 to 5 Years
20.23%
5 to 10 Years
48.63%
Long Term
18.94%
10 to 20 Years
6.89%
20 to 30 Years
11.67%
Over 30 Years
0.38%
Other
1.62%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial